Olivia Peters

Olivia is a highly skilled and experienced advisor with a passion for helping individuals and families achieve their financial goals. She believes in the importance of considering each client’s unique values, circumstances and goals when providing relevant and thoughtful advice. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® practitioner, Olivia has a strong background in wealth planning and analysis. She is known for her exceptional communication skills and ability to simplify complex financial concepts. With a client-centric approach and a commitment to delivering exceptional service, Olivia takes time to educate her clients, empowering them to help make informed decisions and feel confident about their financial future. Outside of the office, Olivia enjoys spending time with her family. When the weather is warm, she spends as much time as possible outdoors. She keeps herself busy quilting, knitting, and crafting during the cold months.